The Fund seeks to maximize total return by effectively maintaining an optimal exposure to credit through time. To vary credit exposure and in an effort to hedge against potential credit, rate, and liquidity risks, the Fund utilizes an allocation to cash and credit derivatives.
The value of derivatives may rise or fall more rapidly than other investments. For some derivatives, it is possible to lose more than the amount invested in the derivative. It is possible that the hedge may not succeed.
How IRON Funds May Fit In Your Portfolio
IRON Strategic Income Fund seeks to generate returns that are less correlated to an overall core fixed income portfolio; a risk diversifier.
Quantamental is a process of investment research that analyzes fundamental data such as financial statement line items, economic data, and unstructured data in a rigorous and systematic manner. Practitioners often employ quantitative applications such as statistical / empirical finance or mathematical finance, behavioral finance, natural language processing, and machine learning.
Alternative investments can be highly speculative and may not be suitable for all clients. Fixed income investments are affected by a number of risks, including fluctuations in interest rates, credit risk, and prepayment risk. In general, as prevailing interest rates rise, fixed income securities prices will fall.
HOW TO INVEST WITH IRON
The IRON Funds are available for purchase through a number of intermediaries, such as authorized broker-dealers, advisors, and clearing firms. Read more
Clients can purchase the funds directly by completing an application.
For details, additional types of account applications, forms, or for more information on where the funds can be purchased, please call: (877) 322-0575. If you have interest in the IRON Funds and they are not available through your preferred intermediary, please let us know and we will do our best to provide you with easy
access to the funds.
You should carefully consider the investment objectives, risks, and charges and expenses of the fund carefully before investing. Investing involves risk, including loss of principal.
Given the significant differences between separately managed accounts and mutual funds, investors should consider the differences in expenses, tax implications and the overall objectives between separately managed accounts and mutual funds before investing. Past performance of the strategy/separately managed account is not indicative of future performance of the fund.
The Fund’s prospectus and Summary Prospectus contains this and other information about the Fund, and should be read carefully before investing. You may obtain a current copy of the Fund’s prospectus or Summary Prospectus by calling 1-877-322-0575 or you can download a prospectus or summary prospectus in the Literature section of this website. Past performance is no guarantee of future results. The investment return and principal value of an investment in the Fund will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Current performance of the Fund may be lower or higher than the performance quoted.
Performance data current to the most recent month end may be obtained by calling our toll-free number. Of course there can be no assurance that the funds will achieve their objectives or that their investment strategies will be successful. The IRON Funds are distributed by Ultimus Fund Distributors, LLC.
(Member FINRA). No investment strategy, including a total return strategy, can ensure a profit or protect against loss.
Principal risks of the Strategic Income Fund include: fixed income securities risks (including interest rate risk, duration risk, credit risk, junk bond risk, and prepayment and extension risk), investment company securities risk (including ETF risk), government securities risk, market risk, management risk, foreign investments risk, currency risk, derivatives risks (including swap risks, options risks, futures contracts and options on futures contracts risks, hedging risks, counterparty risk, credit risk, currency futures trading risks, and short sale risk), risk of potential government regulation of derivatives, liquidity risk, repurchase agreement risks, securities lending risks, and convertible securities risk. For more information about these risks, please refer to the funds' prospectus.